Updating memorized payees list

acs2
acs2 Quicken Windows Subscription Member ✭✭✭
edited August 2023 in Registers & Transactions (Windows)

I have recently updated my categories and eliminated one that is used for many Memorized payees. Is there a way to modify the category in the memorized list? I know I could modify each individually but it would be good if there was a way all could be done as a group. I have many memorized payees where the category needs to be changed.

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Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you rename Categories rather than creating new ones, they should change everywhere they are used, including past transactions. That won't work if you are combining Categories though.

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  • acs2
    acs2 Quicken Windows Subscription Member ✭✭✭

    Thanks for your response. I took a category and split it in two new categories. Thus, renaming won't work

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